RM
XYZ

Resource Management’s Block Inc XYZ Stock Holding History

Resource Management’s Portfolio XYZ Stock Details XYZ Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2021
Q4 		$505K Buy
3,128
+111
+4% +$24.1K 0.05% 103
2021
Q3 		$724K Buy
3,017
+632
+26% +$162K 0.08% 80
2021
Q2 		$581K Sell
2,385
-678
-22% -$157K 0.07% 95
2021
Q1 		$695K Buy
3,063
+695
+29% +$163K 0.08% 87
2020
Q4 		$515K Buy
2,368
+97
+4% +$18.9K 0.07% 98
2020
Q3 		$369K Buy
+2,271
New +$321K 0.06% 102

Other funds holding XYZ

Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $999B AUM 46.22% 1-Year Est. Return
Sands Capital Management
Sands Capital Management Arlington, Virginia $26.9B AUM 34.44% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
Jennison Associates
Jennison Associates New York $167B AUM 44.17% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Sumitomo Mitsui Trust Group
Sumitomo Mitsui Trust Group Minato-Ku, Tokyo, Japan $175B AUM 40.63% 1-Year Est. Return

Resource Management's XYZ Position: Q4 2021 in Review

Resource Management increased its Block Inc (XYZ) stake by 3.7% in Q4 2021, buying an estimated $24.1K and bringing the position to 3,128 shares worth $505K. The position accounts for 0.05% of the portfolio, ranked #103.

Resource Management first reported a position in XYZ in Q3 2020 and has held it in 6 quarters since. The position peaked at $724K in Q3 2021. 1,364 funds tracked by Wall St. Rank hold XYZ as of Q4 2021.

  • Resource Management held 3,128 shares of Block Inc worth $505K as of Q4 2021.
  • Resource Management bought 111 Block Inc shares in Q4 2021, an estimated $24.1K.
  • Block Inc made up 0.05% of Resource Management's portfolio in Q4 2021, its #103 holding.
  • Resource Management first reported a position in Block Inc in Q3 2020 and has held it in 6 quarters since.
  • Resource Management's Block Inc position peaked at $724K in Q3 2021.
  • 1,364 funds tracked by Wall St. Rank held Block Inc as of Q4 2021.

Based on Resource Management's 13F filing for Q4 2021, filed 14 Feb 2022.